ORRVILLE, Ohio, July 10, 2025 /PRNewswire/ -- The J.M. Smucker Co. (NYSE: SJM) today announced the planned retirement of Gail Hollander, Chief Marketing Officer, effective April 2026. The Company will commence a search to fill the Chief Marketing Officer role. The J.M. Smucker Co. Announces the Planned Retirement of Gail Hollander, Chief Marketing Officer "Gail has been instrumental in building our world-class brand-building model while supporting our people and culture," said Mark Smucker, Chief Execu ...

Group 1: Company Overview - The J. M. Smucker Company (SJM) is facing challenges entering fiscal 2026, with gross margin pressures due to cost inflation, unfavorable product mix, and soft volumes [1] - In Q4 of fiscal 2025, SJM reported a 9% year-over-year decline in adjusted gross profit and an 8% drop in adjusted operating income, primarily due to higher costs and reduced sales volume [1][8] Group 2: Financial Forecast - SJM expects the fiscal 2026 adjusted gross profit margin to be between 35.5% and 36%, influenced by elevated commodity and manufacturing costs, as well as negative volume/mix [2] - The company anticipates a 3% year-over-year increase in selling, distribution, and administrative expenses in fiscal 2026, driven by higher marketing investments for key growth brands [3] Group 3: Strategic Focus - SJM is focusing on brand investment and operational efficiency to overcome margin pressures, which will require disciplined cost control and sustained consumer demand [4] - The total marketing spend is projected to reach 5.7% of net sales, an increase of 30 basis points from the previous year, aimed at supporting brands like Cafe Bustelo and Uncrustables [3][8] Group 4: Industry Context - SJM's peers, such as Conagra Brands and Lamb Weston, are also managing inflationary pressures and shifting consumer demand, with Conagra facing a 389 basis point decline in adjusted gross margin due to elevated costs [5] - Lamb Weston reported a 9% global volume growth while executing over 30 strategic projects, despite a 5% decline in price/mix due to pricing adjustments [6] Group 5: Stock Performance and Valuation - SJM shares have decreased by 5.5% over the past year, contrasting with the industry's growth of 3.1% [7] - The company trades at a forward price-to-earnings ratio of 11.06X, below the industry average of 16.01X [10]

ORRVILLE, Ohio, June 26, 2025 /PRNewswire/ -- The J.M. Smucker Co. (NYSE: SJM) today announced its commitment to remove FD&C colors from all consumer food products by the end of calendar year 2027. While the majority of the Company's consumer foods are already free of FD&C colors, this removal will impact its sugar-free fruit spreads and ice cream toppings as well as certain products from its Hostess® brand portfolio. In addition, a majority of the Company's products currently available to K-12 schools do n ...

Core Viewpoint - J.M. Smucker's stock has significantly declined following its fourth-quarter fiscal 2025 results and updated fiscal 2026 guidance, presenting a potential buying opportunity due to its high-yield dividend and attractive valuation [1][2]. Financial Performance - Net sales decreased by 3% year over year in Q4, but increased by 7% for the full fiscal year [4] - Adjusted earnings per share (EPS) rose by 2% to $10.12, with fiscal 2026 guidance expecting net sales growth of 2% to 4% and adjusted EPS to decline to between $8.50 and $9.50 [4] - Free cash flow (FCF) for fiscal 2025 was $816.6 million, covering $455.4 million in dividend payments, with expectations for FCF to rise to $875 million in fiscal 2026 [10][11] Pricing Strategy and Market Conditions - The company is facing record-high green coffee production costs, leading to planned price increases in May and August [5][6] - Price increases have been implemented across various product lines, including Uncrustables, which saw its first price hike in over three years [7] - The Sweet Baked Snacks segment, which includes Hostess, has underperformed, with net sales down 26% year over year [9] Dividend Stability - J.M. Smucker has raised its dividend for 29 consecutive years, with a current yield of 4.6% due to the stock sell-off [11] - The company has a free cash flow yield of 6.5%, indicating strong potential to support its dividend payments [12] Valuation Metrics - The forward price-to-FCF ratio is 11.5, and the forward price-to-earnings ratio is 10.5, suggesting the stock is undervalued compared to historical averages [13][14] - The company's market cap has fallen to $10.05 billion, with the Sweet Baked Snacks segment contributing only 12% of total net sales [9] Investment Opportunity - Despite the challenges, J.M. Smucker continues to generate substantial free cash flow and offers a reliable dividend, making it an attractive investment for the second half of 2025 [19]

So talk about smucker for just a second here because this if I were to say there's one item in Robert F. Kennedy Jr. .'s crosshairs, I'd be hardressed to come up.Maybe maybe that one has shown me that one there. Although that's holding up an uncrustable, which is the peanut butter and jelly sandwich snack repackage. I'm not holding it up.I gave it to you for for a snack because I defrosted it. U It's not terrible, but it's not great. No, we don't disagree.On the other side is peanut butter and jelly with a ...

The J. M. Smucker Company (SJM) Q4 2025 Earnings Call June 10, 2025 09:00 AM ET Company Participants Crystal Beiting - VP - Investor Relations & FP&AMark Smucker - CEO & Chair of the BoardTucker Marshall - CFOKenneth Goldman - Managing DirectorRobert Moskow - Managing Director Conference Call Participants Andrew Lazar - AnalystPeter Galbo - AnalystChristopher Carey - Equity Analyst - Head of Consumer Staples ResearchThomas Palmer - Vice President, Senior Equity Research AnalystMegan Clapp - Equity Research ...

The J. M. Smucker Company (SJM) Q4 2025 Earnings Call June 10, 2025 09:00 AM ET Speaker0 Good morning and welcome to The J. M. Smucker Company's Fiscal twenty twenty five Fourth Quarter Earnings Question and Answer Session. This conference call is being recorded. And all participants are in a listen only mode. Please limit yourselves to two questions and re queue if you have additional questions. I'll now turn the conference call over to Crystal Beiding, Vice President, Investor Relations and Financial Plan ...

智通财经APP获悉，斯马克(SJM.US)公布了第四财季业绩。该季度销售额同比下降3%至21 亿美元，不 及预期。非GAAP每股收益为 2.31 美元，高于市场预期，去年同期为2.66美元。该季度调整后的毛利润 同比下降了 9%。 同店销售额同比下降 1%，这一下降幅度反映了销量/组合3个百分点的下降，，具体表现为狗零食、甜 点烘焙食品、与已剥离宠物食品品牌相关的合同制造业务销售额下降，以及水果酱的销售额减少，但这 也部分被Uncrustables三明治销售额的增加所抵消。 从积极的方面来看，斯马克的业绩得到了其广受欢迎的Uncrustables三明治产品持续增长的有力支撑。 在截至 4 月 30 日的那个季度里，美国零售咖啡业务的销售额增长了 11%，而美国零售宠物食品业务的 销售额则下降了 13%。 斯马克销售额因 2023 年 11 月对Hostess的收购而受到拖累。这家生产诸如甜甜圈等甜食的公司业绩不 佳，因为一些消费者减少了消费支出。但首席执行官Mark Smucker表示，将通过提高价格的方式来抵消 原材料成本的上涨。 与去年同期相比，同店销售额也反映了净价格实现3个百分点的增长，主要得益于咖啡 ...

The J. M. Smucker Company (SJM) Q4 2025 Earnings Call June 10, 2025 07:00 AM ET Company Participants Crystal Beiting - VP - Investor RelationsMark Smucker - CEO & Chair of the BoardTucker Marshall - CFO Crystal Beiting Good morning. This is Crystal Beiting, vice president, investor relations and financial planning and analysis for the J. M. Smucker Company. Thank you for listening to our prepared remarks on our fiscal twenty twenty five fourth quarter earnings. After this brief introduction, Mark Smucker, C ...

The J. M. Smucker Company (SJM) Q4 2025 Earnings Call June 10, 2025 07:00 AM ET Speaker0 Good morning. This is Crystal Beiting, vice president, investor relations and financial planning and analysis for the J. M. Smucker Company. Thank you for listening to our prepared remarks on our fiscal twenty twenty five fourth quarter earnings. After this brief introduction, Mark Smucker, Chief Executive Officer and Chair of the Board, will provide a business and strategy update. Tucker Marshall, Chief Financial Offic ...